Every feature.
Nothing you don't need.

Deal dashboard

See all active deals, their status, closing dates, and client action items in one view.

Transaction timeline

Every deal gets a full task timeline automatically generated from your closing date.

Status tracking

Active, Closing Soon, Closed, and Cancelled - color-coded so you always know what needs attention.

Volume tracking

See your total deal volume and closed-this-month stats on your dashboard.

Add-on transaction packs

Start with 3 active deals. Need more? Buy add-on packs - closed and cancelled never count toward your limit.

Branded client portal

Personalized with client name, property address, and closing date on every page.

Transaction progress bar

Clients see how close they are to closing - keeps them engaged and reduces anxiety.

One-click invite

Send your client a portal link in one click. No app download, no signup friction.

Mobile-friendly design

Works on any device, any browser. Your clients can check tasks from their phone.

Secure portal access

Each portal is private to the client - no account needed, link-based access.

Automated email reminders

Clients get reminder emails 48h and 24h before each task is due - sent on your behalf.

Due-today alerts

Tasks due today are flagged prominently in the client portal and your dashboard.

Contract-linked deadlines

Task due dates are calculated from your closing date - adjust the closing date and tasks update automatically.

Agent-only tasks

Keep internal tasks private to you - clients only see what's assigned to them.

Task completion tracking

See exactly which tasks are complete, pending, and overdue across all your deals.

Pre-built template library

Start with ready-made templates for buyer, seller, condo, and new construction transactions.

Custom template builder

Build your own checklists that match exactly how you run your deals.

One-click template apply

Apply a full 30-task checklist to a new deal in seconds.

Document upload markers

Flag specific tasks as requiring file uploads - clients see the attachment requirement clearly.

Shared broker templates

Broker plan includes a shared template library for the whole team to use.

Client document upload

Clients upload files directly to their task - photos, PDFs, whatever you need.

Agent review & approval

You review submitted documents and mark tasks complete or request resubmission.

Submission notifications

Get notified the moment a client submits a document or completes a task.

Attachment requirements

Mark tasks as requiring a document upload - clients see the requirement clearly in their portal.

Organized per deal

All documents are attached to the relevant task and deal - no searching through folders.

Email document requests

Send a pre-filled, CloseTrac-branded email to any inspector, client, attorney, or vendor directly from inside a task - secure upload link included.

Secure submission link

Every email includes a unique link the recipient uses to upload files directly to the task - no account or login needed on their end.

Inbound email forwarding

Parties can forward any email with attachments to a task-specific address - files auto-attach to the right task instantly.

AI auto-analysis on receipt

The moment a document arrives - by link or forwarded email - CloseTrac AI analyzes it and surfaces a structured summary before you even open the task.

Instant agent notification

Receive an email the moment a document arrives, AI summary included - so you can act fast without constantly checking the app.

Town Card lookup

Access public property records for any deal address in seconds from the deal dashboard.

Ownership history

See who owned the property and when - useful context for client conversations.

Property details

Lot size, year built, tax history, and more - all pulled automatically from public data.

In-app access

No switching tabs or logging into county portals - data surfaces right inside CloseTrac.

Available on all plans

Town Card is included in the Agent plan and above.

AI document analysis

Every submitted file is analyzed automatically: document type, parties, key dates, result (Pass/Fail), and critical findings - all structured instantly.

Plain-English summary

Get a one-paragraph plain-English summary of every document the moment it lands in a task - know what it says without reading it yourself.

Action recommendations

AI tells you exactly what to do next based on the document findings - so you know immediately if something needs attention before closing.

Contract date extraction

Upload a purchase agreement and CloseTrac identifies key dates and deadlines automatically, so no contingency date gets missed.

AI task instruction writer

Generate clear, friendly instructions for any task - tailored to your client and property - in seconds, without typing from scratch.

Broker dashboard

See all agent deals, statuses, and client action items across your entire team.

Agent filter

Zoom into any individual agent's pipeline with one click.

Team invite & management

Invite agents to your brokerage account - they manage their own deals, you see everything.

Shared template library

Create standard deal templates that all agents on your team can use.

Dedicated onboarding

Broker plan includes a 1-on-1 onboarding call to get your team set up correctly from day one.